Institutional Ownership J P Morgan Exchange Traded Fd (JEPI)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI). We have compiled data on the 1,366 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $18.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
753,687
shares
|
$41.8 Million
5.98% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
678,566
shares
|
$37.7 Million
0.59% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
672,822
shares
|
$37.4 Million
1.63% of portfolio
|
Q1 2025
Added 17.74%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
671,810
shares
|
$37.3 Million
11.72% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
651,454
shares
|
$36.2 Million
0.75% of portfolio
|
Q1 2025
Reduced 18.2%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
650,469
shares
|
$36.1 Million
2.6% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
633,774
shares
|
$35.2 Million
3.25% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
631,853
shares
|
$35.1 Million
6.87% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
625,967
shares
|
$34.8 Million
0.23% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
623,364
shares
|
$34.6 Million
0.47% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
618,128
shares
|
$34.3 Million
5.61% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
Melia Wealth LLC
Tulsa, OK |
May 07, 2025 Q1 2025 |
611,883
shares
|
$34 Million
18.04% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
603,194
shares
|
$33.5 Million
0.38% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
589,462
shares
|
$32.7 Million
0.52% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
581,397
shares
|
$32.3 Million
3.3% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
580,914
shares
|
$32.3 Million
1.3% of portfolio
|
Q1 2024
Reduced 27.14%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
561,244
shares
|
$31.2 Million
0.56% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
548,219
shares
|
$30.4 Million
4.9% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
544,076
shares
|
$30.2 Million
6.41% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
529,183
shares
|
$29.4 Million
2.79% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
523,367
shares
|
$29.1 Million
0.33% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
520,704
shares
|
$28.9 Million
8.82% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
511,836
shares
|
$28.4 Million
3.44% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
509,323
shares
|
$28.3 Million
0.69% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
464,694
shares
|
$25.8 Million
15.03% of portfolio
|
Q1 2025
Reduced 0.3%
|